Introduction

This article outlines the steps needed to create an Incident report from your profile. 

How to Add a New Incident

1. On the left-hand navigation, click Incidents, followed by the “Incidents” tab.

2. Then, click the "Add Incident" button on the right side of the page.

3. Select the project the incident applies to. The date will automatically populate with the date the inspection is created.

5. Click “Save.”

Add Details

1. Select the Contractor associated with the incident.
2. Select the appropriate Incident Type(s). Note that your company may have different incident types.
3. Select if this is a "Near-Miss" event.
4. Complete the Initial Description of the Incident. Include any facts uncovered in your initial investigation and any other requirements outlined by your company.
5. Upload any attachments associated with the incident.
6. Click “Save.”

*Please note: After saving this section, additional tabs and fields may appear under the initial incident report to allow for a more detailed report.

Email the Incident Report

1. Click "Email Report".
2. Select the appropriate contact(s) who should be notified of the incident. Modify each field as needed.
3. Click the arrows on the right side of each contact type to confirm who is included in each listing.
4. Click “Send.”

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